Title: Improve and enhance user experience with modal boxes | Community | Zoho Projects

Title: Improve and enhance user experience with modal boxes | Community | Zoho Projects


Modal box - What is it and where can you use it?

A modal box is a user interface pop-up window or dialog box that appears over the currently active UI screen. When prompted, the modal box deactivates all other page content until the user closes it. The modal box feature is commonly used to display information based on user input or to engage the user in some activity, such as an attachment picker, where they can proceed only after selecting an attachment.

Support offered in Zoho Projects for modal boxes

Zoho Projects provides support for modal boxes through extension development, which includes methods for opening and closing modal boxes, passing and receiving data to and from modal boxes, and so on. You can view the various methods offered by Zoho Projects to use modal boxes in this document.

In this post, we'll go over an example scenario for using a modal box in depth.

Scenario

A Zoho Desk ticket agent handles issue/feature request tickets in Zoho Projects to work on development-related requests. When the development in Zoho Projects is completed, the Desk agent provides a solution to the customer. In this case, it would be beneficial for the Desk agent to have all open Desk tickets associated with them displayed in a single, dedicated tab within Zoho Projects.

Goal

Improve, enhance, and simplify an agent's work in Zoho Projects by:
➤ Showcasing all open Desk tickets within a single tab.
➤ Providing them with ticket-specific details, allowing them to view ticket details and prioritize the Zoho Projects task associated with that ticket accordingly.
Solution

To accomplish this goal, use the modal box feature as part of the widgets concept discussed earlier. A Project tab widget labeled "Desk open tickets" can be created to display all open Desk tickets associated with an agent. When a specific ticket is selected, the agent can access all relevant information about the ticket, such as its status, priority, and so on. This will allow them to prioritize and work on the appropriate task in Zoho Projects that is associated with that ticket.
Now, let's go ahead and see the components that would be required to achieve this use case solution as part of an extension.

Required components
  • In order to establish a secure integration between Zoho Projects and Zoho Desk for a seamless data transfer, a connection between Zoho Projects and Zoho Desk has to be established.
  • An extension configuration process includes:
  • Creating an extension.
  • Configuring the plugin manifest.
  • Setting up the widget code.
  1. Display all open Zoho Desk tickets associated with an agent in a tab called "Desk open tickets."
  2. Incorporate the modal box feature to display ticket-specific details while the agent chooses a ticket from the list of open desk tickets.
We have already explored the steps to establish a connection, create an extension, and configure the plugin-manifest.json file as part of our earlier posts. You can refer to those resources for detailed guidance. In this case, we have already completed most of these steps (screenshots below).

Connection
We have created a connection to establish a secure integration between Zoho Projects and Zoho Desk.
                                                                  
Extension configuration
Extension creation: We have created a new extension for Zoho Projects.
                                                                  
Plugin-manifest.json configuration: Once the extension was created, we configured the plugin-manifest.json file to include the created connection and a widget.
For our extension use case, the plugin-manifest.json file is configured as shown in the below screenshot.
                                                                  

Setting up the widget code
Now that we've set up the other components, let's move on to writing our widget code and incorporating the modal box feature.

Displaying open tickets in "Desk open Tickets" tab code snippet - index.html (find attachment in post)
  • Certain mandatory parameters must be passed to the Zoho Projects Request Method, such as the third-party URL, data object, and connection. The details for the mentioned parameters in our use case are as follows:
➤ Data object - The data that must be constructed in order to invoke the third-party URL.
➤ Connection - The name of the secure connection link created and configured in the plugin-mainfest.json file, as described in the previous section.
  • A dropdown list displaying all open and associated desk tickets is created using the Zoho Desk API response.
  • The dropdown list value selected by the end-user (i.e. the chosen ticket) is then fetched and stored in a variable called "selected ticket ID."
  • Upon clicking Get Ticket Details, a modal box instance is created and opened using the modal.create and instance methods. The selected ticket ID value is emitted using the emit method with the keyword "stored-files" when the modal box is opened.
If you require further details on how the Zoho Projects Request method works, you can refer to our earlier post which explains the working and the required parameters for invoking this method in detail.

Modal box to display the details of the chosen ticket - file.html (find attachment in post)
  • In the code snippet, the value emitted using the emit method for the keyword "stored-files" is received by the on method in the modal box UI. Using the received value, a hit is made to the Zoho Desk Get tickets API using the Zoho Projects Request Method again.
  • From the ticket-specific details returned as the response of the Zoho Desk Get tickets API, the necessary details are fetched and then displayed to the agent for their reference. These details help them check on the status and prioritize the relevant Zoho Projects task related to that ticket.
Now, that we have completed the setup and have all the extension components ready, let's go ahead and see the output.

Sample output:
  • Enter the Zoho Projects portal and select a project.
                                                                  
  • Select the Desk open tickets option under the Projects tab. The dropdown menu appears, displaying a list of associated open tickets. Choose the ticket for which you want more details and click on Get Ticket Details.
                                                                  
  • The selected ticket details are displayed in the modal box.
                                                                  

In this example, we have used the modal box feature to display some information based on user input. Similarly, a modal box can also be used to engage the user in performing some activity, like an attachment picker, wherein they can proceed further only after choosing an attachment. We hope you found this information useful. Keep following this space for more insights!

Sign up for a Zoho Developer account and start developing extensions for Zoho products using Sigma.
      
SEE ALSO



Next>>

    • Recent Topics

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • error : Object code : 6500

      b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

    • I got unknown charge from Zoho

      Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

      Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Attach Files to Your Notecards and share them on the go!

      Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

    • Can i connect 2 instagram accounts to 1 brand?

      Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How to searchByCriteria records that are under approval?

      I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

    • Power of Automation::Streamline log hours to work hours upon task completion.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

    • How to add Simple Analytics to Zoho Pages?

      I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

    • End Date in Zoho Bookings

      When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

    • Cant seem to delete an email account

      Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

    • Commerce Order as Invoice instead of Sales Order?

      I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this

    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

    • Reverse payment on accidentally closed invoice.

      An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

    • Custom Buttons for Mass Actions

      Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

    • Zoho Vault Passwords

      Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

    • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

      I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?

    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

    • 【Zoho CRM】レポート機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

    • Translation in zoho bookings

      We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

    • Is there any way to bill one client in different currencies on different invoices?

      I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Next Page